Signatures and Summaries

The receipt for a credit card charge prints directly on the invoice.   If you are using a signature terminal, when the client signs the device, the image is saved and is printed on the invoice.  Otherwise, when a customer signs the final copy of the Invoice, be sure to also have them sign the provided authorization line which follows the details of the credit card transaction.

A printed summary of all transactions is available in the Workorder Reports option, and the Finance - Merchant Services screen using the "Credit Card" report.  You will be able to specify a range of dates to be included.  The report will break down the transactions by the type of card used.